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Net worth, June 2010

July 1st, 2010 at 04:27 am

Not much to say except: thank G&d my portfolio is flat. These last few weeks could have made things much, much worse.

You might have noticed that the Vanguard taxable is still a bit high. I've decided to wait a bit longer with the stock market before moving some gramma money out into it - I'm one of the few who wishes that the dow would go down a hair more. I plan on putting a bit of money in a dividend stock fund - still strictly defensive. I'll leave it to my 403B to go a hair wild.

$170,625 IRA/403B
$202,320 Vanguard taxable
$25,803 stock
$12,809 I-bonds
$112,409 CDs
$26,811 ING, paypal, farmette savings
$2,246 immediate cash
---
$553,023 total

By comparison:
June 2010 ($553,023 total, $369,589 in taxable accounts)
December 2009 ($551,300 total, $385,771)
June 2009 ($512,054 total, $379,475)
Dec 2008 ($498,148 total, $386,021)
June 2008 ($524,261 total, $387,481)
Dec 2007 ($328,688 total, $192,747)
June 2007 ($176,422 total, $48,205)
Dec 2006 ($132,062 total, $40,329)
June 2006 ($120,261 total, $65,148)
Dec 2005 ($67,778 total, $23,740)
June 2005 ($46,115 total, $11,293)
Dec 2004 ($38,338 total, $7,558)
June 2004 ($29,050 total, $4,533)

1 Responses to “Net worth, June 2010”

  1. Broken Arrow Says:
    1277993008

    Oooh, nice. I got slaughtered. But of course, I also have an aggressive allocation so, I guess that's to be expected.

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